Award-Winning CFA Tutors serving Stockton, CA

...real-world applicability whenever possible (especially regarding investing). I listen to the student's needs within the context of the exam in question, explain the complex in easy-to-understand terms, and seek feedback. In my other time, I engage in reading (mostly sci-fi), writing/speaking (articles/books) and arithmetic (manage hedge fund strategy). I am also an officer in Mensa...

I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.

...III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I may not always have the answer...

...practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments from University of Massachusetts-Amherst. I'm passionate about helping students not only succeed but feel confident and excited about their learning journeybecause finance can...

...am an extrovert and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro...

...of my professional practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting issues. Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period of preparation. I pass all of the aforementioned examinations at the first...

...Beside that I have approx. 14 years of audit and assurance multi-cultural experience across Big 4 firms like PwC and Deloitte at Dubai, London, Karachi and New York. I am specialized in teaching CPA (certified Public Accountant), CFA (chartered Financial Analyst) and CIA (certified internal auditor). My favorite subjects are Financial reporting and Auditing as...

...Cook County Jail). I have an MBA from the University of Illinois at Urbana Champaign, with a finance concentration. I'm a level 3 candidate for the CFA examination, having passed the level 1 and 2 exams. My professional career has been mostly in publishing. I enjoy spending time and traveling with my wife and daughter.

...Officer roles. My teaching and real-world experience gives me a unique perspective when it comes to helping a student learn. I have also lectured on Wall Street in the CFA program and created e-Learning platforms and course content across Economics, Statistics, Accounting and all areas of Finance. My focus is always on my students -...

...of my professional career in corporate finance, accounting/controlling, and investing, specifically in technology, media/internet, and telecommunications, from startups to multinational corporations, domestically and internationally. Along the way, I have worked for FTI Consulting, ProSiebenSat.1, BBC Studios, and Whitman Capital (a tech-focused hedge fund). In addition to the CFA Charter, I have BA in Political Science...

...Master's degrees, including an MS in Finance from the University of Iowa and MBA from Symbiosis. Possessing over 11 years of adeptness in financial planning, forecasting, and analysis. Demonstrated success in implementing strategies to drive business growth and enhance profitability. Proficient in analyzing financial data, developing models, and delivering insightful reports to facilitate decision-making.

I'm a financial professional working in private equity and have strong math, financial, accounting, economics, and science background. My undergrad was in engineering so I am well-versed in a wide variety of topics and look forward to helping you!

...across diverse sectors. - Proven track record in investment banking and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining...

...5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a...

...worked within investment and actuarial consulting firms. Able to analyze market data to support valuation conclusions primarily related to equity and debt investments. Several years of experience performing valuation of pension liability amounts based on projected future cash flows. Excellent communication, presentation and interpersonal skills. Comfortable being a part of senior management with the ability...

...anything in the field of economics or finance, as well as all three levels of the CFA exam and both levels of the CAIA exam. I have long had a passion for teaching and pride myself on being able to distill complex topics into more understandable concepts. I have a lot of experience with standardized...

...assets. I believe in connecting classroom or theoretical finance concepts and real world applications. In my experience once a student is helped to make this connection, they almost never forget the subject matter. Outside of academia, I love reading ( fiction and non-fiction), taking long walks to nowhere(the best way to think!) and working out.

...York at Binghamton, a CFA charter and 10+ years of experience in the financial services industry, which equips me with a strong foundation in financial principles. My teaching philosophy centers around creating a supportive learning environment where students feel empowered to ask questions and engage deeply with the material. I strive to connect with my...

...MA and PhD in Economics from the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts...

...committed to providing personalized guidance and support every step of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's about unlocking potential and fostering...